| Organisation | Role | Activity | From | Until |
|---|---|---|---|---|
| NOMURA INTERNATIONAL (HONG KONG) LIMITED | Rep | Dealing in securities | 2026-11-12 | - |
| CITIC Securities Futures (HK) Limited | Rep | Dealing in futures contracts | 2024-08-22 | 2026-10-19 |
| CITIC Securities Brokerage (HK) Limited | Rep | Advising on securities | 2024-01-11 | 2026-10-19 |
| Rep | Dealing in securities | 2024-01-11 | 2026-10-19 | |
| BIL Wealth Management Limited | Rep | Asset management | 2021-10-04 | 2023-11-24 |
| Rep | Advising on securities | 2021-09-20 | 2023-11-24 | |
| Rep | Dealing in securities | 2021-09-20 | 2023-11-24 | |
| HUATAI FINANCIAL HOLDINGS (HONG KONG) LIMITED | Rep | Advising on securities | 2018-10-11 | 2021-09-06 |
| Rep | Dealing in futures contracts | 2018-10-11 | 2021-09-06 | |
| Rep | Dealing in securities | 2018-10-11 | 2021-09-06 |
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